- From the Home screen or the menu, select the Proposals button. Then, select a proposal from the displayed list to view its details or pay the invoice.
- Review the proposal details and select View to see the PDF document.
- Select Sign to display the Signature Pad and apply your electronic signature.
Optional: To select optional services, select the boxes next to the optional services you want and leave the services you do not want clear. - Use the provided area to sign the proposal electronically.
- Select Accept & Sign to confirm your signature and accept the proposal.
Viewing, accepting, and signing proposals
- Published on Jul 3, 2024
- 1 minute(s) read
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